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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
226
Vanguard Personalized Indexing Management
California
$235K +$245K +1,963 New
Truist Financial
227
Truist Financial
North Carolina
$234K -$133K -1,068 -35%
VI
228
Vestcor Inc
New Brunswick, Canada
$234K +$127K +1,016 +108%
GC
229
Globeflex Capital
California
$228K +$238K +1,909 New
ACM
230
Aquatic Capital Management
Illinois
$225K +$120K +962 +104%
JSW
231
Journey Strategic Wealth
New Jersey
$222K -$11.2K -90 -5%
CGH
232
Crossmark Global Holdings
Texas
$219K +$250 +2 +0.1%
HIA
233
Harbor Investment Advisory
Maryland
$217K +$227K +1,817 New
PS
234
Principal Securities
Iowa
$217K +$28.2K +226 +14%
SWP
235
Significant Wealth Partners
Illinois
$210K +$5.12K +41 +2%
YC
236
Yarbrough Capital
Tennessee
$202K -$457K -3,658 -68%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$175K +$2.37K +19 +1%
CJ
238
Caitlin John
Michigan
$162K -$70K -561 -29%
GI
239
GAMMA Investing
California
$143K -$2.12K -17 -1%
AF
240
Avanza Fonder
Sweden
$143K
C
241
Covestor
United Kingdom
$136K -$14.9K -119 -9%
NAAA
242
New Age Alpha Advisors
New York
$135K -$2K -16 -1%
KBC Group
243
KBC Group
Belgium
$122K +$34.9K +280 +38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
244
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$108K +$113K +902 New
Ensign Peak Advisors
245
Ensign Peak Advisors
Utah
$95.6K -$138K -1,102 -58%
SPIA
246
Steward Partners Investment Advisory
New York
$91.9K +$73.6K +590 +330%
IA
247
IFP Advisors
Florida
$89.7K +$10.9K +87 +13%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$84.4K -$5.37K -43 -6%
IAIM
249
International Assets Investment Management
Florida
$82.7K
PWPS
250
Pinnacle Wealth Planning Services
Ohio
$62.4K +$3.12K +25 +5%